Verisk Analytics 경영진
경영진 기준 점검 4/4
Verisk Analytics CEO는 Lee Shavel, May2022 에 임명되었습니다 의 임기는 4.08 년입니다. 총 연간 보상은 $13.54M, 7.4% 급여 및 92.6% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $13.85M 가치에 해당하는 회사 주식의 0.061% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 5.4 년과 4.1 년입니다.
핵심 정보
Lee Shavel
최고경영자
US$13.5m
총 보수
| CEO 급여 비율 | 7.39% |
| CEO 재임 기간 | 4.1yrs |
| CEO 지분 보유율 | 0.06% |
| 경영진 평균 재임 기간 | 5.4yrs |
| 이사회 평균 재임 기간 | 4.1yrs |
최근 경영진 업데이트
Recent updates
내러티브 업데이트 • Jun 06
VRSK: Proprietary Risk Data And AI Integration Will Support Future Repricing
Verisk Analytics' updated analyst price target ticks slightly lower to about $220 from roughly $223, reflecting modest recalibration after mixed target moves across the Street, including cuts from BofA and Raymond James and increases from Morgan Stanley and JPMorgan. Analysts point to recent Q1 outcomes and broader information services sector adjustments.Seeking Alpha • May 18
Verisk Q1: Getting A Lot More Interesting
Summary Verisk reported Q1 revenue of $783M (+4% y/y), with improved margins and strong adjusted EBITDA, but top-line growth remains modest. VRSK maintains a healthy balance sheet with 2.4x debt/EBITDA and 8x interest coverage; liquidity and solvency are not concerns. Management reaffirmed 2026 guidance, expects Q1 to be a trough, and anticipates federal contract resumption and normalized catastrophe activity to support growth. Despite recent share price decline and valuation reset, I remain on the sidelines, awaiting evidence of stronger profitability before considering a position. Read the full article on Seeking Alpha내러티브 업데이트 • May 14
VRSK: Proprietary Insurance Data Will Underpin Future AI Disruption Reassessment
Analysts trimmed their average price target on Verisk Analytics by about $1 to $222, reflecting updated views on a slightly lower future P/E multiple. They still cited resilient revenue, margin strength, and the company’s proprietary insurance data and embedded workflows as key supports for the long-term model.
새로운 내러티브 • May 08
VRSK 05-2026
Verisk Analytics is a regulatory-grade data toll on the US property & casualty insurance industry, monetized through ~83% subscription revenue with ~92% client retention. VRSK's narrow-moat franchise produces FCF with an unusually high degree of predictability, durable enough to justify a 15× exit multiple at a 35% margin of safety.내러티브 업데이트 • Apr 28
VRSK: Proprietary Insurance Data Will Support Future AI Disruption Reassessment
Analysts have trimmed the fair value estimate for Verisk Analytics by about $8 to $221.53, reflecting a blend of reduced margin and P/E assumptions, along with ongoing debate around AI disruption and growth headwinds, even as some recent price target changes cited confidence in the strength of its proprietary data and core insurance workflows. Analyst Commentary Recent Street research on Verisk Analytics highlights a wide range of views on growth durability, AI risk, and valuation, even as most firms maintain constructive ratings on the stock.내러티브 업데이트 • Apr 09
VRSK: Proprietary Insurance Data And Margins Will Support Future AI Reassessment
Verisk Analytics' updated fair value estimate edges to $229.53, reflecting analysts' mixed price target revisions between roughly $205 and $260 as they balance recent organic growth, margin trends, AI disruption concerns, and confidence in the company's proprietary insurance data assets. Analyst Commentary Recent research updates reflect a split view on Verisk Analytics, with some firms lifting targets and ratings while others trim expectations and remain more cautious.내러티브 업데이트 • Mar 26
VRSK: Proprietary Insurance Data And Margins Will Drive Future Reassessment
Narrative Update on Verisk Analytics The updated analyst price framework points to a fair value of about $230 per share, reflecting small tweaks to discount rate, growth, and margin assumptions. Street analysts cite proprietary insurance data, resilient margins, and ongoing debate around AI disruption and near term growth headwinds as key drivers of their revised targets.내러티브 업데이트 • Mar 12
VRSK: Proprietary Insurance Data And AI Partnerships Will Drive Future Reassessment
The analyst price target for Verisk Analytics has been raised from $221.12 to $230.06, with analysts pointing to reaffirmed medium term targets, resilient proprietary data assets in a regulated insurance market, and the ongoing debate around AI disruption as key drivers behind the updated view. Analyst Commentary Recent research paints a mixed picture around Verisk Analytics, with targets moving both higher and lower as analysts weigh resilient fundamentals against execution risks and questions around AI disruption.내러티브 업데이트 • Feb 25
VRSK: AI Risk Partnerships And Buybacks Will Drive Future Reassessment
Analysts have trimmed their price targets on Verisk Analytics, aligning our fair value estimate down from $248.50 to about $221 as they factor in slightly softer revenue growth assumptions, modestly lower profit margins, and reduced future P/E expectations following recent Q4 results and a more cautious near term outlook. Analyst Commentary Street research has converged around lower price targets for Verisk Analytics, with most recent updates landing in a relatively tight band around the low US$200s.내러티브 업데이트 • Feb 11
VRSK: Expanded Risk Partnerships Will Support Mixed Rating Reassessment
Analysts have nudged their price target on Verisk Analytics slightly lower to $248.50 from $249.25. This reflects updated views on its growth profile, profitability outlook, and P/E assumptions following recent mixed research that included both an upgrade and a downgrade.내러티브 업데이트 • Jan 27
VRSK: Upcoming Guidance And Investor Day Will Clarify Mixed Ratings Concerns
Narrative Update The analyst price target embedded in our fair value estimate for Verisk Analytics has moved slightly higher from about $248.56 to $249.25, as analysts weigh mixed rating changes against updated assumptions on growth, margins, and future P/E expectations. Analyst Commentary Recent research on Verisk Analytics reflects a mixed but fairly balanced view, with one firm turning more cautious and another staying constructive while trimming expectations.내러티브 업데이트 • Jan 11
VRSK: Guidance And AI Investment Will Balance Mixed Ratings And Execution Risks
Analysts have trimmed their fair value estimate for Verisk Analytics to about $248.56 from roughly $250.12, citing mixed recent ratings changes, a slightly higher discount rate, modestly softer revenue growth assumptions, and a marginally higher profit margin and P/E outlook that together leave the risk or reward profile more balanced. Analyst Commentary Bullish Takeaways Bullish analysts see the recent upgrade to an overweight stance as a sign that, even with a reduced US$275 price target from US$310, the shares still offer room for further execution on growth before valuation looks stretched to them.내러티브 업데이트 • Dec 25
VRSK: Upcoming Guidance And AI Spend Will Drive Renewed Bullish Repricing
Analysts have modestly reduced Verisk Analytics' fair value estimate by about $1 to roughly $250 per share. This reflects a more cautious blend of recent target cuts and rating downgrades that highlight valuation concerns, acquisition related leverage, and near term growth headwinds, despite still solid long term fundamentals.내러티브 업데이트 • Dec 11
VRSK: Upcoming Guidance And AI Spend Will Drive Renewed Bullish Repricing
Analysts have modestly trimmed their blended price target on Verisk Analytics, reflecting a balancing of concerns over near term dilution, leverage and slowing organic growth against confidence that recent headwinds are temporary and aligned with a mid single digit to high single digit growth trajectory. Analyst Commentary Recent Street research reveals a divided view on Verisk Analytics, with some analysts highlighting resilient long term growth drivers while others focus on valuation risk and execution headwinds following the latest quarterly results and the AccuLynx acquisition.내러티브 업데이트 • Nov 27
VRSK: Defensive Tailwinds And AI Adoption Will Drive Renewed Upside Momentum
The average analyst price target for Verisk Analytics was revised downward. The new consensus reflects a modest decrease of $35 per share, as analysts cite ongoing concerns about slowing organic growth and near-term risks, despite longer-term industry strengths.내러티브 업데이트 • Nov 13
VRSK: Defensive Catalysts And Recurring Revenue Will Drive Positive Momentum Ahead
Analysts have lowered their fair value estimate for Verisk Analytics from $290.53 to $251.29 per share, citing tempered growth expectations and near-term risks. They also note ongoing debates over industry disruption and the company's long-term prospects.내러티브 업데이트 • Oct 30
VRSK: Upcoming Guidance And Investor Day Will Unlock Upside Momentum
The analyst price target for Verisk Analytics has been lowered by approximately $9 to $290.53. Analysts are weighing mixed opinions on growth prospects, margin trends, and valuation following recent research updates.내러티브 업데이트 • Oct 15
New Platforms And Sales Models Will Open Future Markets
Analysts have lowered their price target for Verisk Analytics by approximately $7 to $299.82. They cite a modestly higher discount rate and a slightly slower revenue growth outlook, while also recognizing the company's resilient margins and recurring revenue strengths.분석 기사 • Aug 22
Is Verisk Analytics, Inc. (NASDAQ:VRSK) Worth US$272 Based On Its Intrinsic Value?
Key Insights Verisk Analytics' estimated fair value is US$221 based on 2 Stage Free Cash Flow to Equity Verisk...Seeking Alpha • Mar 27
Verisk Analytics: Solid Growth Outlook Convinced Me To Upgrade To A Buy
Summary Upgraded Verisk Analytics to a buy rating due to strong subscription revenue growth and visible growth levers, particularly through product innovation and value-based pricing. VRSK's subscription revenue growth accelerated to 11% y/y, driven by new product uptake and bundling, with potential for further acceleration in FY25. The shift to a value-based pricing model enhances pricing power and reduces revenue growth volatility, supporting a premium valuation despite a high forward PE. Effective go-to-market restructuring has improved client engagement, leading to stronger renewals, upselling opportunities, and better sales outcomes, particularly with large clients. Read the full article on Seeking AlphaSeeking Alpha • Jan 23
Institutional Investors Like Verisk Analytics, Here's Why
Summary Verisk Analytics is poised for double-digit earnings growth, supported by strong institutional investor confidence and a robust subscription-based business model. The company boasts a high net income margin and competitive advantages in the P&C insurance industry, outperforming peers like Wolters Kluwer and Equifax. Despite potential risks from natural disasters affecting P&C clients, Verisk's profitability and strategic client relationships make it a Buy with a $300 price target. Verisk's consistent dividend growth and focus on margin expansion further enhance its appeal as a profitable growth stock with promising capital gains. Read the full article on Seeking AlphaCEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$910m |
| Dec 31 2025 | US$14m | US$1m | US$908m |
| Sep 30 2025 | n/a | n/a | US$915m |
| Jun 30 2025 | n/a | n/a | US$909m |
| Mar 31 2025 | n/a | n/a | US$964m |
| Dec 31 2024 | US$12m | US$1m | US$951m |
| Sep 30 2024 | n/a | n/a | US$930m |
| Jun 30 2024 | n/a | n/a | US$898m |
| Mar 31 2024 | n/a | n/a | US$794m |
| Dec 31 2023 | US$10m | US$925k | US$769m |
| Sep 30 2023 | n/a | n/a | US$802m |
| Jun 30 2023 | n/a | n/a | US$780m |
| Mar 31 2023 | n/a | n/a | US$749m |
| Dec 31 2022 | US$9m | US$806k | US$1b |
| Sep 30 2022 | n/a | n/a | US$909m |
| Jun 30 2022 | n/a | n/a | US$945m |
| Mar 31 2022 | n/a | n/a | US$925m |
| Dec 31 2021 | US$4m | US$663k | US$607m |
| Sep 30 2021 | n/a | n/a | US$701m |
| Jun 30 2021 | n/a | n/a | US$685m |
| Mar 31 2021 | n/a | n/a | US$710m |
| Dec 31 2020 | US$3m | US$657k | US$654m |
| Sep 30 2020 | n/a | n/a | US$669m |
| Jun 30 2020 | n/a | n/a | US$516m |
| Mar 31 2020 | n/a | n/a | US$487m |
| Dec 31 2019 | US$3m | US$650k | US$450m |
보상 대 시장: Lee의 총 보수(USD13.54M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.67M) 수준입니다.
보상과 수익: Lee의 보상은 지난 1년 동안 회사 실적과 일치했습니다.
CEO
Lee Shavel (59 yo)
4.1yrs
재임 기간
US$13,540,847
보수
Mr. Lee M. Shavel serves as Chief Executive Officer and Director at Verisk Analytics, Inc. since May 25, 2022 and serves as its President since January 15, 2023. He served as Chief Executive Officer of Ver...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO, President & Director | 4.1yrs | US$13.54m | 0.061% $ 13.8m | |
| Executive VP & CFO | 3.8yrs | US$4.81m | 0.0099% $ 2.3m | |
| Executive VP & Chief Information Officer | 10.9yrs | US$3.09m | 0.043% $ 9.8m | |
| Executive VP & Chief Legal Officer | 5.2yrs | US$2.73m | 0.0080% $ 1.8m | |
| Executive VP & Chief Human Resources Officer | 4.8yrs | US$2.47m | 0.010% $ 2.4m | |
| Controller & Chief Accounting Officer | 9.1yrs | 데이터 없음 | 0.010% $ 2.3m | |
| Senior Vice President of Finance & Investor Relations | no data | 데이터 없음 | 데이터 없음 | |
| Head of Corporate Development & Strategy | 8.4yrs | 데이터 없음 | 데이터 없음 | |
| Chief Marketing Officer | 7.4yrs | 데이터 없음 | 데이터 없음 | |
| President of Claims Solutions | 3.9yrs | 데이터 없음 | 데이터 없음 | |
| VP & Head of Talent Management | 5.4yrs | 데이터 없음 | 데이터 없음 | |
| VP & Head of Talent Acquisition | 5.4yrs | 데이터 없음 | 데이터 없음 |
5.4yrs
평균 재임 기간
55yo
평균 나이
경험이 풍부한 관리: VRSK의 경영진은 노련하고 경험이 풍부합니다(평균 재임 5.4 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO, President & Director | 4.1yrs | US$13.54m | 0.061% $ 13.8m | |
| Independent Chairman | 11.1yrs | US$485.00k | 0.012% $ 2.8m | |
| Independent Director | 17.4yrs | US$350.00k | 0.041% $ 9.4m | |
| Independent Director | 4.1yrs | US$355.00k | 0.00038% $ 86.5k | |
| Independent Director | 2.2yrs | US$335.00k | 0.00076% $ 173.1k | |
| Independent Director | 13.3yrs | US$335.00k | 0.0089% $ 2.0m | |
| Independent Director | 1.1yrs | US$294.36k | 0.0012% $ 275.5k | |
| Independent Director | 4.1yrs | US$350.00k | 0.0021% $ 469.1k | |
| Independent Director | 1.1yrs | US$294.36k | 0.0024% $ 544.2k | |
| Independent Director | 3.8yrs | US$350.00k | 0.0019% $ 437.2k | |
| Independent Director | less than a year | 데이터 없음 | 0% $ 0 |
4.1yrs
평균 재임 기간
63yo
평균 나이
경험이 풍부한 이사회: VRSK의 이사회는 경험이 있음으로 간주됩니다(평균 재임 4.1 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/22 19:38 |
| 종가 | 2026/06/22 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Verisk Analytics, Inc.는 30명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| null null | Argus Research Company |
| Jeffrey Meuler | Baird |
| Manav Patnaik | Barclays |